Calendly Ux – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the very first locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to check for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply choose include calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for individually conference.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the option that you pick, you may have some additional choices waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. If somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting also.

Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of

Calendly Ux – Easy scheduling ahead

Are you a specialist, a freelancer or possibly you’re simply trying to find more leads and allowing individuals to quickly and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you whatever you require to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, helping you to get more done and delight in less stress. And I’ve utilized Calendly for a while now. It is a really easy and fast tool to permit individuals who are interested in my organization and in my work to book time with me. I wan na reveal you how to get things started. So we’re gon na get things started by going into our menu, into our account when you’ve registered with Calendly. And among the first places that you’re gon na wan na go is up here to your account. Since actually everything is based around your relationship with Calendly and your calendar, and we desire to go to calendar connections. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts. This not only enables Calendly to book those appointments straight to your calendar however it likewise allows Calendly.

And what I suggest by this, is things beyond just Calendly appointments however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.

Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for individually meeting.

Let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the alternative that you choose, you might have some additional choices awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na overlook specifically. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting too.

And finally, we can select a various color. This is extremely helpful if you have several events, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of